We help you get your Assets in order
Having confidence that your possessions are safe and well-managed at any time is crucial, but it is especially important during times of loss and emotional turmoil.
Giving Mint Financial Solutions the reins to handle the complications of your estate distribution can give your beneficiaries some much-needed relief.
When you work with the estate planning professionals at Mint Financial Solutions, we'll coordinate with your chosen legal representatives, executors, and trustees to ensure that everyone involved gets the results you want.
Confidence in the Future
Asset management is crucial. For the benefit of yourself and the people you love. Currently and in the foreseeable future. Having an estate plan in place ensures that your loved ones will be provided for after your passing.
Assets Control
Only through careful estate planning will you be able to guarantee that your wealth and assets will be safeguarded and given to the people you care about when the time comes.
Our Understanding & Experience
Throughout the estate planning process, Mint Financial Solutions shows real concern for each customer and their loved ones. When it comes to estate planning, the professionals at Mint Financial Solutions can handle any and all of your questions and concerns.
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Tax ReturnsKeep the Inheritance for Your Loved Ones Away from Unwanted Hands
Those who do not properly arrange their estate transfers often end up spending more money than they need to on taxes and legal costs. If that happens, the people you care about and anyone else who stands to benefit will receive a lot less money than you may hope.
Consequently, one of the main goals of our estate planning service is to help you arrange your affairs in a way that reduces the amount of money spent and taxes paid when you pass on your estate.
Estate Planning is Suitable for Everyone
The idea that only the wealthy need to think about Estate Planning is a prevalent misunderstanding. In fact, if you're a middle-income earner, it's much more crucial.
For example, let's say you're planning on leaving your loved ones a simple, single-story home. You would definitely not want them to pay a lot of money in taxes but instead give them the ability to get the fair market value of the property so they can live peacefully. That fact applies to all classes of income earners.
Preventing Beneficiary Conflicts
Arguments about inheritance are a common source of strife in families that could otherwise be considered quite close to one another. Many disagreements don't end up in court, but they can poison relationships nonetheless. When they do go to court, it's a victory for the lawyers.
Our service includes keeping you informed of any developments that may impact the distribution of your estate or give rise to claims that were not previously anticipated.
Professional Estate Planning Advice To Protect Your Family
Your peace can be restored with Mint Financial Solutions. We assist you in developing a comprehensive estate plan that safeguards your loved ones and facilitates the orderly transfer of your wealth to those you hold dear.
Take care of your loved ones
When the time comes, make life easier for those you care about and protect the peace in your family by easing their load.
Maximise Your Heritage
Use planning tactics to reduce the amount of money you spend on taxes and fees and increase the amount of money you keep.
Get Assistance From Our Professionals
It is important to exercise sound judgment when it comes to matters such as executorship, wills, custody, assets distribution, trusts, and more.
A Well-Planned Estate Is The Most Thoughtful Present You Can Offer To The People You Care About
Our Estate Planning services include expert guidance on will drafting and legalization. Get in touch with us today, and we'll set up a free, no-obligation consultation so you can see how easy this whole process can be.
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Estate Planning FAQ
What is the most important decision in estate planning?
Even if you don't have much in the way of assets, you should still create a will or trust as part of your estate plan. One's property should be distributed in accordance with one's preferences, and a will guarantees this (if drafted according to state laws).
What are the tools in estate planning?
You can accomplish your estate planning goals by combining a will, trust, power of attorney, living will, and life insurance.
What are the most important things to put in a will?
Planning Your Legacy: What to Include in a Will
- Your typical identifying data.
- Words used in the law to express a last will and testament.
- Your designated executor.
- Guardian of any pets or little children you entrust to me.
- Documentation of your assets and the people who will receive them (with certain exceptions)
Can a Will be Expired in Australia?
Although Wills in Australia do not technically "expire," you should be aware that some major life changes may render your Will invalid or otherwise change its effect.
Do you have to pay inheritance tax in Australia?
Inheritance and estate taxes are not levied in Australia. Yet, inheritances often come with tax responsibilities: The sale of an inherited item from a decedent's estate could result in capital gains tax liability. Your inheritance's dividends and rental income are subject to income tax in the same way that any other kind of income is.
Why Choose Us For Estate Planning?
As trusted advisors, we always take into account our client's wishes about their assets while developing a financial strategy. Your peace of mind is paramount, and our estate financial planning experience will consider every angle to achieve that. Our specialists will treat you with the highest respect and compassion because they know it is what you deserve.
Get in touch with us today to find out more information about the ways to protect your family and start your estate planning right away!